Filed November 28, 2018
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,604 | $80,724+3.6% | $103,333-19.1% | $74,495+12.2% |
| Participation rate | 42.5% | 65.7%-23.2pp | 74.5%-32.0pp | 67.2%-24.7pp |
| Annual return | 13.05% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,504 | $3,157-52.4% | $3,868-61.1% | $2,623-42.7% |
| Participant deferral / active EE | $2,974 | $3,860-22.9% | $5,057-41.2% | $4,346-31.6% |
| Admin fee / account holder | $7,916 | $2,368+234.3% | $8,355-5.2% | $1,942+307.7% |